Add managers to a territory

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Managers get access to a territory to manage members of the assigned territory and its child territories.

    Vorbereitungen

    Role required: sales territory admin

    Prozedur

    1. Navigate to All > Sales Territory Management > Territory.
    2. From the territories list, open the territory where you want to add managers.
    3. In the related list for the Territory Managers, select New.
    4. On the form, fill in the fields.
      Tabelle : 1. Territory Manager form
      Fields Description
      Territory Name of the territory.
      Manager Name of the manager.
      Hinweis:
      The added user must have Sales Territory Manager role to access the territory hierarchy.
      From Manage territory from the selected date.
      Manager Type Select the type either Territory manager or Resource manager.
      Primary Option to indicate whether the manager is primarily dedicated for all activities in the territory.
      To Manage territory until the selected date.
    5. Select Submit.

      The territory manager is added to the territory and can manage the territory members of the territory and child territories.

    Ergebnisse

    The manager appears in the Territory Managers related list when you open the territory.